Edit a Group
Edit a group.
Permissions Required
Your user account or group membership must have the following permissions to edit a group unless your user account has the Make this user a Super Admin setting selected:
Groups: Edit Groups
Groups: View Groups
See the Groups permissions or ask your Administrator for assistance.
Edit a Group
Follow these steps to edit a group:
View all groups. The Groups page displays.
Click the ellipses
icon, and then select the Edit Group option for the group to edit. The Group Details tab displays.
Edit settings for any of the following in the group:
Edit Group Settings
Follow these steps to edit the following information about the group as necessary:
Edit the group in which to edit its settings. The Group Details tab displays.
Group Details tab in a group's settings In the Name setting, edit the name of the group. This is a required setting.
In the Description setting, edit the description of the group.
From the Status drop-down menu, select the status of the group from one of the following options:
Active: An Active group is one to which user accounts can be assigned as members.
Inactive: An Inactive group is one to which user accounts cannot be assigned. When a group becomes inactive, user accounts that were members of that group are no longer members.
From the Group Manager drop-down menu, select the user that manages all members of this group. Tasks assigned to this group can be configured to escalate to the group's manager specified from this setting. If no user is selected as this group's manager, Tasks are assigned by default to the Process Manager. This setting is only available if the Advanced User package is installed.
From the Home Page drop-down menu, select the dashboard all members of this group may access. This setting is only available if the Dynamic UI package is installed. See Select the Home Page Dashboard for the Group's Member.
From the Top Menu drop-down menu, select the custom menu that replaces the default top menu for all users in this group. This setting is only available if the Dynamic UI package is installed. See Select the Home Page Dashboard for the Group's Member.
Click Save.
Configure the Home Page Dashboard, Redirect URL, Menu, and/or Visibility Settings
If the Dynamic UI package is installed, configure a custom home page and/or a menu for a group's member when any user in that group logs on to ProcessMaker Platform. A custom home page is either a dashboard that displays to the group's user or redirects that group's member to a specified URL. The redirected URL may be to an external site, such as to an organization's portal, or to a ProcessMaker Platform location such as a specified Collection or Saved Search to which that group's member has access. Additionally, show/hide screen elements to customize the dashboard for members of this group.
The custom home page and menu are configured separately.
See the following home page configurations for the group:
Package Required
To configure the Home Page Dashboard, redirect URL, and/or Menu, the Dynamic UI package must be installed.
Select the Home Page Dashboard for the Group's Members
A dashboard displays important and relevant business management information (BMI) and key performance indicators (KPI) to specific business stakeholders when they need it. After the group's user logs on to ProcessMaker Platform, the dashboard displays instead of the default ProcessMaker page.
The group's member does not experience the change until the next time that user logs on.
Follow these steps to select the dashboard for the group's members home page:
From the Dashboard drop-down menu, select the dashboard as the home page for the group.
Click Save.
Configure the Home Page to Redirect to a Destination for the Group's Members
Configure a custom home page for a group's member that redirects to a specified URL when that user next logs on. The redirected URL may be to an external site, such as to your organization's portal, or to a ProcessMaker Platform location such as a specified Collection or Saved Search to which that group's member has access.
See the following sections for information to redirect to a Collection or Saved Search since both require unique conditions to configure properly: